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The Scout is projected to be in buyer's hands by mid-2026....assuming no delays.

If they want to be able to justify a price at $89K or more, spec-ing Quads at launch makes sense. On the other hand, if they need to extend the range, because the 4680 are not as efficient as they hoped, you go with fewer motors. That is what Rivian did to get to the promised 400 mile range.

Obviously those are the castings for the new Tesla "Dune"Buggy.....you hadn't heard? They are replacing the Tesla Quad with this new DuneBuggy code named the SandWorm.

I have a November 2019 reservation, but not the first day, so I am not sure when I will be offered an opportunity to complete my order. I am in....no matter what they call it. Fall of 2025 is my expectation/hope. I will wire the money the day I get my email. (As long as it is not over...

You have to realize there are some people that still live in their mother's basement, and are still dreaming of a $49,000 CyberTruck. The "First Edition", or whatever Elon will call it, is bound to be pricey. Elon is a firm believer in Supply & Demand. The supply with be low, the demand...

15 years from now if Toyota is on the scrap heap, a) obviously it will be their own fault, b) it will be an interesting Business School case study on how to take a large corporation...straight into the trees on the side of a mountain, c) open up sales opportunites for those companies...

What you call a ruse, Toyota calls "marketing". LOL There is a pie I call "total car sales". Right now Toyota has a slice of that pie. If they chose, which apparently they have, to pooh pooh the transition to EVs, they will begin getting a smaller and smaller slice - replaced by companies...

If you are on this message board, you know longterm EVs are better overall than Hybrids. HOWEVER, Toyota is in the business of selling cars. They are going to market or say whatever they need to say to sell cars, this month. And next month. Obviously Toyota can choose to take a different...

I think Tesla learned from putting the yoke into the Model S......the majority of people want a roundi(ish) steering wheel. If someone wants a yoke, maybe down the road Tesla can offer it as a $750 option.

Wild guess is about 6,500 lbs I don't know why it would weight a lot more than the Ford Lightning Extended Range. Plus I can't seeing it weighing anywhere close to what a Rivian weighs. Rivian's engineering yielded a pretty heavy vehicle. Tesla can do better than that.

Ask AI.Bard (similar to ChatGPT): Is panasonic building 4680 batteries for Tesla? Answer: Yes, Panasonic is building 4680 batteries for Tesla. In October 2021, Panasonic unveiled its own 4680 cell developed with Tesla. Then, Panasonic greenlit a $700 million investment to produce 4680...

Panasonic delays production of new Tesla battery to improve performance Panasonic is running a pilot 4680 production line at its Wakayama factory in Japan.

CATL has been making batteries for a long time. They are the "world leader". Don't forget China makes way more batteries than any country in the world. Tesla does not have the experience making batteries equal to CATL. Tesla is getting better and better at it though. CATL’s lead in the...

Quick google search and it pops up. https://www.reuters.com/technology/panasonic-delays-production-new-tesla-battery-improve-performance-2023-05-10/ Panasonic delays production of new Tesla battery to improve performance By Hyunjoo Jin and Kiyoshi Takenaka May 10, 20232:59 PM EDT SAN...

Several sources have said Panasonic would provide 4680s to Tesla. Including Reuters (which is not a YouTube yahoo). Albeit because of the Panasonic delay, initial production of CyberTrucks will have to be 4680s that either come from Tesla, or maybe CATL. I am sure you know Panasonic already...

Great breakdown. The one big unknown is the energy density of the 4680s that Tesla is making right now. Yes, they are making some 4680s. Yes they are putting them in some Model Ys. But we don't know if they have wrestled that alligator known as energy density/specs to the point the 4680s are...

I can see your analysis coming true. IMO, and my opinion only, the price of the 2024 CyberTruck will be high. As you point out, supply and demand will rule. Tesla could maybe call it the Launch Edition. Or the X Edition. Or ? And charge whatever the market will bear. Maybe Elon signs...

I guess the issue is buying batteries that are manufactured in China and losing out on the credit. ALTHOUGH, if the price of the CyberTruck is over $80,000 grand, it won't qualify for a credit so where they source the batteries won't matter.

Thank you for the chart. I couldn't remember the specific #s for the ramp of the Model 3, but I knew it was "slowish". So, you are probably right....the CyberTruck ramp could follow a similar curve. Which would not be something to beat Tesal up about. Manufacturing is hard. The CT is a...

Although, those outside suppliers maybe struggling to ramp too. See below: Panasonic was thought to be inline to produce a portion of the early CyberTruck 4680s, but very recently they announced they are delaying 4680 battery production...."Panasonic now plans to start 4680 cell production...